Company Notes is where notes that belong to a whole company live. Unlike My Notes, which are yours, everybody in the company can open them. This article shows how to open Company Notes and create a note there.
Open Company Notes
- In the left menu, under My Notes, select Company Notes.
- The page is empty at first and shows Choose a company. Company notes belong to a company, so you must pick one before you see anything.
- Pick a company from the company switcher at the top of the page. If you belong to several companies, each one is listed.
If you see You are not in a company yet, you have not been added to any company. Ask an owner of the company to add you, and it will then appear in the list.
Add a note to the company
Once a company is chosen, create a note as you normally would. New notes are filed in the company you chose, so they appear in its list and everyone in the company can open them. Check the company name at the top before you write, so a note does not end up in the wrong company.
Who can see and change company notes
People in the company reach its notes without you sharing each one. What each person may do, view or edit, depends on their role in the company. A company's owner can also share the company's notes.
Switch back
To work on a different company, choose it in the company switcher. To go back to your own notes, select My Notes in the left menu.
Tips
- Use Company Notes for things the whole team needs, such as a monthly compliance checklist.
- Keep personal or private thoughts in My Notes.